FREE EDUCATIONAL WORKSHOP

Protect Your Children’s Inheritance And The Wealth You’ve Built

For many successful families, estate planning has been on the to do list for years, even as their assets, businesses, and investments have grown.

This seminar is designed for retirees, professionals, and business owners with meaningful estates who want clear answers about how to protect what they have built for the people they love.

In one focused session, we will walk through how advanced wills and trusts work for larger estates, how to safeguard your children’s inheritance from divorce and creditors, and how to coordinate everything into a plan that actually works when your family needs it.

Click below to secure your complimentary reservation.

What We'll Cover

Wills vs. Living Trusts

See how basic wills differ from more advanced trust based plans, and why families with estates in the low to mid seven figures often need more than a simple document. You will learn which tools fit your situation and how the wrong structure can create unnecessary risk, cost, and confusion for your family.

How To Keep Your Family Out Of Court

Understand what actually happens when an estate goes through the court process, and how that can affect privacy, timing, and family relationships. We will cover the specific steps families with real assets can take so their loved ones avoid as much court involvement as possible.

Common Estate Planning Mistakes

Identify the gaps that often appear in plans for higher net worth families, such as failing to protect a child’s inheritance from divorce or creditors, not planning for business or rental property, and overlooking tax exposure. These are the issues that frequently lead to conflict, delays, and wealth being lost within a generation.

The SECURE Act and Your Estate

Learn how recent federal law changes impact what your heirs can receive from large retirement accounts, and what adjustments families with significant IRA and 401(k) balances should consider as part of a coordinated estate and tax plan.

Is This Seminar For You?

This workshop is designed for retirees, business owners, and families with substantial assets who want to be thoughtful about how wealth passes to the next generation.

You have built a meaningful estate and want to be sure your children and grandchildren are truly protected

You own your home and may own rental property, a business, or investment portfolios that need more than a simple will

You are concerned about how divorce, creditors, or lawsuits could affect what your heirs ultimately receive

You want to be smart about taxes on retirement and investment accounts, not surprised later

You prefer to work directly with an experienced attorney rather than rely on do it yourself online forms

Join Over 500 Local Families

Beacon Legacy Law has helped hundreds of local families with significant estates put plans in place that match the reality of what they have built. Our sessions are intentionally small, personal, and focused on real questions, so you leave with clarity about your options and what makes sense for your situation.

About Your Host(s)

John Mangan is an experienced estate planning attorney who focuses on helping successful individuals and families protect what they have worked a lifetime to build. He regularly advises clients with complex estates that include businesses, investment properties, and substantial retirement savings. In this educational seminar, John will explain in plain English how advanced planning tools work, where basic plans fall short for larger estates, and what to consider if you want your wealth to support your family for generations. Whether you need a first plan or an update to one that no longer fits your life, this is a practical place to start.

What to Expect During the Workshop

60 Minutes of Clarity

We respect your time. In about an hour, you will get a clear overview of the decisions that matter most for families with meaningful assets, plus time for general questions at the end.

No-Pressure Environment

This is an educational event. No products will be sold in the room and no one will be pressured to sign anything. If you choose to explore working with our firm afterward, that happens separately and by your choice.

Frequently Asked Questions

Is this really free?

Yes. We believe families make better decisions when they understand their options. There is no cost to attend and no obligation to hire our firm. If you decide you would like individualized advice afterward, we can discuss what that looks like.

Do I need to bring any financial documents?

No. This session is educational and does not require you to share any private information. If you choose to schedule a personal consultation later, we will let you know exactly what to bring to that meeting.

Should my spouse attend too?

Yes, if you are married or share financial decisions with a partner, we strongly recommend you both attend. Estate planning affects both of you, and couples tend to get the most value when they hear the information together.

PHONE NUMBER

(772) 210-1683

EMAIL ADDRESS

[email protected]

The stories and examples in this communication are illustrative only and do not depict actual clients or events. Beacon Legacy LawTM is committed to protecting client privacy and confidentiality at all times.